Big moves yesterday on the social media space. If you have been watching, I guess you probably know that Meta Platforms ( META ) and Alphabet Inc. aka Google (JR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My ...

U.S. equity markets opened sharply lower on Friday, March 27th, 2026, as investors grappled with a combination of rising Treasury yields and a significant spike in market volatility. The early trading session has been characterized by a broad-based sell-off, particularly within the technology and growth sectors, as the market reacts to the latest economic signals regarding persistent inflationary pressures.Major Indexes Under PressureThe major market indexes are showing significant downward momentum in the ...

We continue to take a look at some of the movers on Wall Street. We're joined by Diane King Hall here, taking a look at uh Google, I think, is first up for you. You have a lot of names that you're watching closely.Good morning, Diane. >> Good morning to you, Nicole. Yeah.Uh one more analyst getting more constructive on Alphabet Google this morning. It's not helping the stock. We know there's a lot of macro headwinds at play here and it's been traditionally risk off on the Friday leading into the weekend ami ...

Alphabet Inc. (NASDAQ:GOOGL) is one of the 12 Best Stocks to Buy According to Billionaire David Abrams. Alphabet Inc. (NASDAQ:GOOGL) has featured in the 13F portfolio of Abrams Capital Management since the second quarter of 2018. Back then, the position comprised nearly 2.5 million shares. In the first quarter of 2020, the fund improved this by 21%, increasing the number of shares owned to nearly 3 million. No major change was made to this stake until the end of 2022, when the fund reduced the position by ...

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

I prefer to look for GARP (growth at a reasonable price) stocks but also look for opportunities everywhere else. I don't have a specified time horizon. I invest in a stock for as long as my thesis holds true, and I get out when the facts change. In addition, I've developed market-beating algorithms with Python that have helped me find attractive investment opportunities within my own portfolio, and I have been investing since 2016.On top of that, I've worked at TipRanks as an analysis/news writer and even a ...

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 【报道：苹果向iPhone设计师发放罕见奖金，应对AI企业挖角】 苹果公司本周向iPhone硬件设计师发放罕见奖金，以防他们流向OpenAI等正在开发自有设备 的人工智能（AI）初创公司。据知情人士透露，公司向iPhone产品设计团队的多名成员发放了 价值数十万美元的特别奖金。这些奖金以股票单位形式发放，分四年归属，这意味着员工须留 在苹果才能获得全部收益。这是苹果股权薪酬方案的常见结构。 【美团电话会：绝不急于成为"token"工厂】 在美团的业绩会上，美团CEO王兴表示，虽然AI将彻底改变一切，但在这场AI革命中，唯一有 意义的策略是主动出击，而不仅仅是防守。但这并不意味着要急于成为"token"工厂之一。王 兴认为，通用AI无法可靠地管理真实的物理世界服务体验，如果不能深度参与履约服务管理， AI"只是一个聪明的聊天机器人"。目前，美团已将内嵌的AI助手"小管"推送给所有用户，并致 力 ...

3 月26日23:00，任泽平年度预测"2026十大趋势：AI改变世界"圆满收官，全网超4000万观看。 精彩回看路径："泽平宏观"视频号 ——直播回放 *以下为年度预测的演讲精华整理： 尊敬的各位来宾，女士们，先生们，大家好！我是任泽平！ 我坚持每年看100多家公司，出国3-5次，看50多本书。到战场的一线，听炮火声。 我过去做了些预测： 在 2024 年 12 月做了 2025 年中国经济十大预测， 我判断， 特朗普2.0搅动全球，人工智能迎来寒武纪大爆炸，新能源、商业航天、储能、人形机 器人等加速 。 2014年，我提出 " 新 5% 比旧 8% 好 " 。 2020年，我提出 "新基建 ，打造中国经济新引擎，大力发展新能源、人工智能、高端制造等"。 2024年，我提出 "信心牛" ，在市场最低谷的时候，坚定看多中国。"未来是一轮什么牛市？我认为是信心牛， 由于政策大幅超预期，带来 对中国资产和经济前景信心的大幅扭转，是对看多中国的奖赏，是对看空中国的打击。" 下面开启我们新的预测之旅：2026十大趋势，AI改变世界。 第一大趋势 全球货币放松周期， AI 爆发，大宗商品元年，股市信心牛 2026 年， ...

大事观察 特朗普宣布再度推迟打击伊朗能源设施 当地时间3月26日，美国总统特朗普发文称应伊朗政府请求，将对伊朗能源设施的打击行动推迟10天，至美东时间4月6日晚8时恢复，并称相关谈判进展 顺利。但和平谈判调解方及美媒均表示，伊朗并未提出推迟打击的请求，也未对结束战争的15点计划作出最终回应。这是特朗普近期内再次调整对伊朗 能源设施的打击计划。 韩国3月27日起全面禁止石脑油出口 3月26日韩国产业通商资源部公布新规，当地时间3月27日零时起全面禁止石脑油出口，期限暂定5个月，新规即刻施行。韩国本土生产的石脑油一律禁 止出口，已签约订单同步暂停执行，仅经产业部长官特批的情形除外。此前韩国11%的国产石脑油用于出口，新规后将全部转供内需，此举旨在缓解国 内石脑油供应紧张的状况。 中芯国际发布2025年年度业绩报告 3月26日晚间，中芯国际发布2025年年度报告，公司全年实现营业收入673.23亿元，同比增长16.49%；归母净利润50.41亿元，同比增长36.29%。公司 产能利用率增至93.5%，同比提升8个百分点，毛利率增至22%，同比增加3个百分点。研发投入55.19亿元，占销售收入8.2%，各下游应用领域 ...

Key TakeawaysIndia has imposed a new export tax on all refineries selling petrol and diesel to overseas markets to ensure domestic energy security amid soaring global prices and the ongoing West Asia conflict.Oil Minister Hardeep Singh Puri officially debunked rumors of a nationwide lockdown, labeling them "false and misleading" while assuring the public that fuel supplies remain fully secure.Hong Kong home prices surged to a 22-month high in February, though the escalating Iran war and regional geopolitica ...